Any Questions?
Fix the Flow.
Know What Happens Next
Know What Happens Next
CRM or Email Workshops for Businesses That Want to Work Smarter
Onsite across the Central Belt of Scotland – Glasgow ↔ Edinburgh
(England/Wales too, by discussion)
Onsite across the Central Belt of Scotland – Glasgow ↔ Edinburgh
(England/Wales too, by discussion)
In most businesses, there’s a moment where things start to feel… disconnected.
Leads come in. Emails go out. Notes are scattered.
Tasks get done—but not always in the same way, not always at the right time, and not always with the ease you'd expect.
It’s more common than people admit. Especially when a business is growing.
That’s where this workshop comes in.
It’s not about adding more tech. It’s about designing the system behind the scenes—so your business finally knows what happens next.
THE TRUTH
What This Workshop Is Really About
What This Workshop Is Really About
It’s not a tutorial. It’s not a plug-in-and-hope situation.
It’s one day (or more depending on scope) to:
This is for CRM. This is for email.
But mostly, this is for simplicity and clarity - which isn’t something you stumble into. It’s something you design because beautiful simplicity is complicated.
This workshop helps you do exactly that.
🔍 Map what actually happens
→ Not just tasks and timelines, but relationships, responsibilities, and revenue.
🛠 Diagnose the gaps
→ That weird moment when no one knows whose job it is? We’ll fix that.
🎯 Design your customer journey
→ With intention, automation, and care. (You can scale kindness. I’ll show you how.)
📈 Build CRM strategy that supports growth
→ Whether you’re a team of 1 or 20, you’ll walk away with a system that thinks ahead.
🤝 Uses your best assets
→ Captures not just the energy in the room but also the talent and the expertise of you or your team.
It’s one day (or more depending on scope) to:
- Step back from the daily noise
- Map how things actually work (and how they could work better)
- Build a rhythm your business can follow—without everything resting on your memory or your inbox
This is for CRM. This is for email.
But mostly, this is for simplicity and clarity - which isn’t something you stumble into. It’s something you design because beautiful simplicity is complicated.
This workshop helps you do exactly that.
🔍 Map what actually happens
→ Not just tasks and timelines, but relationships, responsibilities, and revenue.
🛠 Diagnose the gaps
→ That weird moment when no one knows whose job it is? We’ll fix that.
🎯 Design your customer journey
→ With intention, automation, and care. (You can scale kindness. I’ll show you how.)
📈 Build CRM strategy that supports growth
→ Whether you’re a team of 1 or 20, you’ll walk away with a system that thinks ahead.
🤝 Uses your best assets
→ Captures not just the energy in the room but also the talent and the expertise of you or your team.
THE CHOICE
CRM or Email?
You Choose Where We Start
CRM or Email?
You Choose Where We Start
Every workshop begins with your business—not a template.
We tailor the day around the system that’s slowing you down.
✨ If CRM Is Your Focus:
We map your process from first hello to final invoice, and shape your CRM to reflect how you really work.
✔️ One version of the truth
✔️ Smarter pipelines and follow-up
✔️ Delivery flows with fewer gaps
✔️ Automation that feels thoughtful, not robotic
✉️ If Email Is Your Focus:
We untangle your current approach and rebuild it around care, consistency, and conversations—not campaigns.
✔️ Email sequences that support the journey
✔️ Segments that make sense
✔️ Thoughtful timing
✔️ Less guesswork, more engagement
We tailor the day around the system that’s slowing you down.
✨ If CRM Is Your Focus:
We map your process from first hello to final invoice, and shape your CRM to reflect how you really work.
✔️ One version of the truth
✔️ Smarter pipelines and follow-up
✔️ Delivery flows with fewer gaps
✔️ Automation that feels thoughtful, not robotic
✉️ If Email Is Your Focus:
We untangle your current approach and rebuild it around care, consistency, and conversations—not campaigns.
✔️ Email sequences that support the journey
✔️ Segments that make sense
✔️ Thoughtful timing
✔️ Less guesswork, more engagement
THE WORK
What We’ll Do (and Why It Works)
What We’ll Do (and Why It Works)
This is where you pause and redesign.
We spend the day together:
- Mapping what’s really happening across CRM or email (or both)
- Identifying what’s missing—and what’s possible
- Building clarity into your process so the right things happen, at the right time, with less manual effort
THE POINT OF IT ALL
This Isn’t Just About Systems—It’s About Relationships
This Isn’t Just About Systems—It’s About Relationships
The best CRM or email strategy doesn’t just track activity—it remembers people.
That’s what builds trust. That’s what turns follow-ups into loyalty. And that’s exactly what we design in the workshop.
We’ll map how your business connects with people; so your systems reflect your style, your voice, your rhythm - your business DNA.
✅ Emails that feel personal
✅ CRMs that think like you
✅ Follow-ups that land with care
This isn’t generic automation. It’s your customer experience—built to feel like you, even when you're not there.
That’s what builds trust. That’s what turns follow-ups into loyalty. And that’s exactly what we design in the workshop.
We’ll map how your business connects with people; so your systems reflect your style, your voice, your rhythm - your business DNA.
✅ Emails that feel personal
✅ CRMs that think like you
✅ Follow-ups that land with care
This isn’t generic automation. It’s your customer experience—built to feel like you, even when you're not there.
THE DELIVERABLES
What You Get
Every workshop includes:
✅ Live, focused strategy session (in-person, on your site)
✅ A mapped customer journey with “what happens next” clarity
✅ Key recommendations for CRM/email workflows
✅ A one-page strategy summary
✅ A follow-up pack with next steps, suggestions, and tools
✅ Optional post-workshop support or implementation, if needed
You’ll leave with practical fixes, a clearer mind, and a system that can carry more than you’ve had to - and huge anticipation and excitement ofor the report that follows...
✅ Live, focused strategy session (in-person, on your site)
✅ A mapped customer journey with “what happens next” clarity
✅ Key recommendations for CRM/email workflows
✅ A one-page strategy summary
✅ A follow-up pack with next steps, suggestions, and tools
✅ Optional post-workshop support or implementation, if needed
You’ll leave with practical fixes, a clearer mind, and a system that can carry more than you’ve had to - and huge anticipation and excitement ofor the report that follows...
THE ARRANGEMENT
How It Works (and What It Costs)
How It Works (and What It Costs)
Most workshops take one day—especially if you’re a solo business owner or small team focused on one core system.
The standard fee is £875 per day, and that includes everything above. No hidden extras, no fluff.
Bigger Team? Bigger Picture?
For larger teams or agencies—especially if we’re covering both CRM and email or working across multiple services—we can scale up to 2–5 days.
Including staff from different departments has an exponential effect on the value - trust me, I've seen it so many times. (working with airlines for over 20 years - think of all their 'silos'!).
Those sessions can include:
→ More complex workflows
→ Multiple offers or departments
→ CRM/email strategy across different touchpoints
→ Deeper automation design and delivery systems
🧾 Multi-day discounts are available, and we’ll always shape the format around how your business runs best.
Not sure what you’ll need?
We can sketch it out together before you decide.
The standard fee is £875 per day, and that includes everything above. No hidden extras, no fluff.
Bigger Team? Bigger Picture?
For larger teams or agencies—especially if we’re covering both CRM and email or working across multiple services—we can scale up to 2–5 days.
Including staff from different departments has an exponential effect on the value - trust me, I've seen it so many times. (working with airlines for over 20 years - think of all their 'silos'!).
Those sessions can include:
→ More complex workflows
→ Multiple offers or departments
→ CRM/email strategy across different touchpoints
→ Deeper automation design and delivery systems
🧾 Multi-day discounts are available, and we’ll always shape the format around how your business runs best.
Not sure what you’ll need?
We can sketch it out together before you decide.
THE WHO (not the band)
Who This Is For
Who This Is For
✔️ Solo founders and creatives who want systems that hold up as they grow
✔️ Small teams who are ready to stop patching and start building
✔️ Agencies needing clarity across offers, comms, and delivery
✔️ Anyone who's been saying “we really need to sort that…” for too long
✔️ Anyone who wants authentic CRM to build relationships
🧭 In-person workshops available across the Central Belt of Scotland—from Glasgow to Edinburgh and everything in between.
Other UK locations doable - just need to chat it through.
✔️ Small teams who are ready to stop patching and start building
✔️ Agencies needing clarity across offers, comms, and delivery
✔️ Anyone who's been saying “we really need to sort that…” for too long
✔️ Anyone who wants authentic CRM to build relationships
🧭 In-person workshops available across the Central Belt of Scotland—from Glasgow to Edinburgh and everything in between.
Other UK locations doable - just need to chat it through.
THE RESULTS
Real Results from Real Sessions
Real Results from Real Sessions
💬 “You spotted where we were losing potential clients without us even realising.”
💬 “You were the first person to show everyone what our real processes looked like. It was widly different to what we thought it was and needed fixed - which you did.”
💬 “I finally understand what a CRM is supposed to do. Game changer.”
💬 “Our pipeline went from ‘vague’ to ‘oh-my-god-why-didn’t-we-do-this-sooner’ in one afternoon.”
💬 “We thought we needed new software. Turns out, we just needed a system.”
💬 “Neil took one look at our setup and spotted the friction in five minutes. The fix? Game-changing.”
💬 “This wasn’t just useful—it was energising. I actually want to use our tools now.”
💬 “You were the first person to show everyone what our real processes looked like. It was widly different to what we thought it was and needed fixed - which you did.”
💬 “I finally understand what a CRM is supposed to do. Game changer.”
💬 “Our pipeline went from ‘vague’ to ‘oh-my-god-why-didn’t-we-do-this-sooner’ in one afternoon.”
💬 “We thought we needed new software. Turns out, we just needed a system.”
💬 “Neil took one look at our setup and spotted the friction in five minutes. The fix? Game-changing.”
💬 “This wasn’t just useful—it was energising. I actually want to use our tools now.”
THE THING TO DO NEXT
Book a Time to Chat
Book a Time to Chat
If your business has more potential than structure (or the wrong structure)... let’s change that.
This isn’t a pitch. Just a real (non-salesy) conversation about what’s possible—and how to get there.
👉 Book a 30-min call here
Or email me directly: office@obvi-us.com
📍 In-person sessions available across Scotland’s Central Belt—from Glasgow to Edinburgh. If you’re nearby (or in England or Wales) but unsure if you're in range, just ask.
This isn’t a pitch. Just a real (non-salesy) conversation about what’s possible—and how to get there.
👉 Book a 30-min call here
Or email me directly: office@obvi-us.com
📍 In-person sessions available across Scotland’s Central Belt—from Glasgow to Edinburgh. If you’re nearby (or in England or Wales) but unsure if you're in range, just ask.
THE BOTTOM LINE
You Could Keep Hoping it Might Get Better…
Or you could bring in 25+ years of CRM strategy, systems thinking, and service design—on your side for a day, or more, to make sure it does.
You Could Keep Hoping it Might Get Better…
Or you could bring in 25+ years of CRM strategy, systems thinking, and service design—on your side for a day, or more, to make sure it does.